With the Foundation as your philanthropic
partner, you can handle your clients’ charitable
giving more efficiently and effectively. When you
work with the Tri-Valley Community Foundation, you
receive our broad and deep knowledge of community
philanthropy in throughout the region and our special
expertise in estate planned giving and other deferred
giving option. And, your clients are able to expand
their charitable giving options without losing your
professional guidance.
For Financial Advisors
As your philanthropic partner, we are available to:
For Legal Advisors
As your philanthropic resource, the Tri-Valley
Community Foundation can:
partner, you can handle your clients’ charitable
giving more efficiently and effectively. When you
work with the Tri-Valley Community Foundation, you
receive our broad and deep knowledge of community
philanthropy in throughout the region and our special
expertise in estate planned giving and other deferred
giving option. And, your clients are able to expand
their charitable giving options without losing your
professional guidance.
For Financial Advisors
As your philanthropic partner, we are available to:
- Meet with you and your clients to help craft a
philanthropic plan
- Run sample gift illustrations to provide you with an
accurate picture of the financial and philanthropic
impact of a charitable gift
- Show you how to use charitable strategies to attract
and retain clients
- Discuss charitable giving involving multiple
generations of the client’s family as desired
- Handle the administrative work surrounding
charitable giving
- Provide the expertise to convert private foundations
to supporting organizations and other donor-
directed funds
- Transfer appreciated securities and life insurance
- Explore with you with a variety of investment
options that allow you to create a personal
investment strategy for your client’s philanthropic
fund
For Legal Advisors
As your philanthropic resource, the Tri-Valley
Community Foundation can:
- Meet with you and your clients to help craft a
philanthropic plan
- Work with you in drafting documents
- Provide you with sample trust agreements
- Supply draft bequest language that meets the
specific needs of your clients
- Bring to you our expertise and experience in
working with businesses and corporations interested
in developing charitable giving strategies
- Accept gifts of nontraditional assets, including real
property and closely held stock
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| Thanks to our Web Page Sponsor |
| To learn more about how the TVCF can add value to your financial or estate planning practice, contact our President, David Rice. |
We would like to thank The Castleman Law Firm in Pleasanton for sponsoring this page. Visit them online at www.castlelaw.com |
For Professional Advisors